Lisa Matthews
Managing Director, Senior Wealth Advisor, Truist Wealth
- Role
- Managing Director, Senior Wealth Advisor at Truist Wealth
- Location
- West Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Lisa Matthews
I have been in the local financial services industry for over 33 years and the last 25 working exclusively with Private Bank/High Net Worth clients. Focusing on all aspects of private client\'s custom credit, banking and financial planning needs. I am there for my clients today, tomorrow and in the future. Thru a holistic team approach I am able to help provide complete wealth management solutions to help my client\'s needs.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.
Experience
Managing Director, Senior Wealth Advisor
Mar 2026 — Present · Jupiter, FL, US
Education
Nova Southeastern University
MBA, Business
1996 — 1997
Florida Atlantic University
BA, Finance
1994 — 1996
Skills
- Treasury Management
- Consumer Lending
- Commercial Mortgages
- Credit
- Asset Based Lending
- Cash Management
- Credit Analysis
- Banking
- Relationship Management
- Small Business
- Portfolio Management
- Loans
- Financial Services
- Crm
- Retail Banking
- Real Estate Lending
- Private Banking
- High Net Worth Individuals
- Strategic Planning
- Small Business Lending
- Mortgage Banking
- Wealth
- Commercial Lending
- Lines of Credit
- Commercial Banking
- Strategic Financial Planning
- Wealth Management Services
- Mortgage Lending
- Wealth Management
- Loan Origination
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